Wheelhouse CU vs SAM Connect

Welcome to Wheelhouse! This mobile app was designed with our members in mind. It allows you to view your entire financial picture, including any accounts you may have from other financial institutions. Manage your finances anywhere and anytime... all on your terms. Other features include: - Transfer funds between Wheelhouse accounts and your accounts elsewhere - Deposit checks - Pay anyone in real time - Access electronic statements - Log in using device enabled security - Pay bills - Manage spending and savings goals - Account snapshot on the login screen or your smartwatch - Send and receive secure messages with Wheelhouse Download the app today!

Your CPA firm has invited you to use SAM Connect—your all-in-one tax app! No need to sign up on your own—simply log in with your firm’s invite to track your return, upload documents, chat with your tax pro, and make payments securely and effortlessly. AI-Powered Tax Plans – Get personalized tax strategies tailored to your financial situation, helping you maximize savings, minimize liabilities, and save time on tax prep. Say goodbye to tax stress! SAM Connect puts everything you need to manage your taxes in the palm of your hand. Whether you're filing a simple return or need expert guidance, SAM makes it effortless. Get organized, stay informed, and take control of your financial future today. Key Features: Seamless Firm Connection – Easily connect with your CPA firm and access expert tax services from anywhere. Effortless Document Management – Scan, upload, and organize tax documents in seconds for a smooth tax process. Stay in Touch with Your Tax Pro – Chat, leave notes, and request changes anytime—no emails or calls needed. Track Your Return & Plan – Get a real-time view of your tax return progress and financial planning details. Fast & Secure Payments – Pay for tax services, deposits, and fees with ease—safe, simple, and convenient. Invited by your firm? Download SAM Connect today and simplify your tax experience!